+4.9%
ENTG vs SMTC
+40.1%
-35.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +10.3% | +1.0% | +6.6% |
| 7D | +7.9% | +12.9% | -4.9% | +1.9% |
| 30D | -3.6% | -25.6% | +22.0% | +9.5% |
| 3M | +2.7% | -4.5% | +7.3% | +2.6% |
| 6M | +3.6% | -8.3% | +11.8% | +5.4% |
| YTD | +83.6% | +69.9% | +13.7% | +41.2% |
| 1Y | +84.9% | +73.9% | +10.9% | +40.3% |
| 3Y | +63.2% | +757.7% | -694.5% | -56.2% |
| 5Y | +4.9% | +38.7% | -33.8% | +0.7% |
| All | +4.9% | +40.1% | -35.2% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling